Loading…
CIK 0001730660 • 6 13F filings • May 9, 2025 – Jul 30, 2026
Import this data to Google Sheets with:
=jivedata("keeler-thomas-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.8M | 0.9% | 13,649 SH | |
| ADOBE INC | COM | $804K | 0.4% | 2,096 SH | |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.1% | 14,554 SH | |
| AMAZON COM INC | COM | $1.6M | 0.8% | 8,644 SH | |
| APPLE INC | COM | $3.7M | 1.8% | 16,787 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.2M | 4.0% | 15,428 SH | |
| BLACKROCK INC | COM | $2.8M | 1.4% | 2,996 SH | |
| CATERPILLAR INC | COM | $2.7M | 1.3% | 8,323 SH | |
| CHEVRON CORP NEW | COM | $3.4M | 1.7% | 20,205 SH | |
| COMCAST CORP NEW | CL A | $2.0M | 1.0% | 53,853 SH | |
| COSTCO WHSL CORP NEW | COM | $2.0M | 1.0% | 2,112 SH | |
| COUSINS PPTYS INC | COM NEW | $1.8M | 0.9% | 61,255 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $2.2M | 1.1% | 6,353 SH | |
| DEERE & CO | COM | $3.6M | 1.8% | 7,726 SH | |
| DIGITAL RLTY TR INC | COM | $2.8M | 1.3% | 19,205 SH | |
| EAST WEST BANCORP INC | COM | $1.1M | 0.6% | 12,628 SH | |
| EXXON MOBIL CORP | COM | $3.2M | 1.6% | 27,121 SH | |
| FIFTH THIRD BANCORP | COM | $1.6M | 0.8% | 41,775 SH | |
| FISERV INC | COM | $4.1M | 2.0% | 18,623 SH | |
| HCA HEALTHCARE INC | COM | $215K | 0.1% | 621 SH | |
| HERSHEY CO | COM | $268K | 0.1% | 1,565 SH | |
| INTUIT | COM | $735K | 0.4% | 1,197 SH | |
| ISHARES TR | EAFE VALUE ETF | $1.8M | 0.9% | 31,024 SH | |
| ISHARES TR | IBDS DEC28 ETF | $4.7M | 2.3% | 187,666 SH | |
| ISHARES TR | IBOND DEC 2030 | $1.2M | 0.6% | 62,359 SH | |
| ISHARES TR | IBONDS 2026 TERM | $8.4M | 4.1% | 359,756 SH | |
| ISHARES TR | IBONDS 2027 TERM | $8.3M | 4.1% | 371,618 SH | |
| ISHARES TR | IBONDS 2030 TERM | $2.0M | 1.0% | 76,819 SH | |
| ISHARES TR | IBONDS 2031 TERM | $2.0M | 1.0% | 80,471 SH | |
| ISHARES TR | IBONDS 25 TRM HG | $6.8M | 3.3% | 291,405 SH | |
| ISHARES TR | IBONDS 25 TRM TS | $5.0M | 2.5% | 214,073 SH | |
| ISHARES TR | IBONDS 26 TRM TS | $2.6M | 1.3% | 112,306 SH | |
| ISHARES TR | IBONDS 27 ETF | $6.4M | 3.2% | 265,961 SH | |
| ISHARES TR | IBONDS 27 TRM TS | $792K | 0.4% | 35,321 SH | |
| ISHARES TR | IBONDS 28 TR HI | $8.2M | 4.0% | 351,718 SH | |
| ISHARES TR | IBONDS 28 TRM TS | $916K | 0.4% | 41,160 SH | |
| ISHARES TR | IBONDS 29 TR HI | $8.3M | 4.0% | 355,929 SH | |
| ISHARES TR | IBONDS 29 TRM TS | $2.0M | 1.0% | 90,448 SH | |
| ISHARES TR | IBONDS DEC 2030 | $4.7M | 2.3% | 217,331 SH | |
| ISHARES TR | IBONDS DEC 2031 | $6.2M | 3.0% | 297,942 SH | |
| ISHARES TR | IBONDS DEC 2032 | $1.5M | 0.7% | 62,456 SH | |
| ISHARES TR | IBONDS DEC 2033 | $1.7M | 0.8% | 69,301 SH | |
| ISHARES TR | IBONDS DEC 2034 | $2.1M | 1.0% | 81,958 SH | |
| ISHARES TR | IBONDS DEC 29 | $4.7M | 2.3% | 204,275 SH | |
| ISHARES TR | IBONDS DEC2026 | $12.2M | 6.0% | 502,548 SH | |
| ISHARES TR | IBONDS DEC25 ETF | $12.0M | 5.9% | 475,685 SH | |
| ISHARES TR | MSCI INDIA ETF | $771K | 0.4% | 14,969 SH | |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $1.2M | 0.6% | 21,271 SH | |
| KENVUE INC | COM | $2.5M | 1.2% | 104,293 SH | |
| KEYSIGHT TECHNOLOGIES INC | COM | $1.8M | 0.9% | 12,102 SH | |
| MCDONALDS CORP | COM | $2.8M | 1.4% | 9,055 SH | |
| MERCK & CO INC | COM | $625K | 0.3% | 6,963 SH | |
| META PLATFORMS INC | CL A | $1.9M | 0.9% | 3,287 SH | |
| MICROSOFT CORP | COM | $1.2M | 0.6% | 3,286 SH | |
| NOVO-NORDISK A S | ADR | $1.1M | 0.5% | 16,138 SH | |
| NVIDIA CORPORATION | COM | $1.6M | 0.8% | 14,729 SH | |
| PACER FDS TR | US SMALL CAP CAS | $665K | 0.3% | 17,740 SH | |
| PEPSICO INC | COM | $498K | 0.2% | 3,319 SH | |
| REPLIGEN CORP | COM | $621K | 0.3% | 4,879 SH | |
| SALESFORCE INC | COM | $2.5M | 1.2% | 9,331 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $1.2M | 0.6% | 38,786 SH | |
| STARBUCKS CORP | COM | $305K | 0.1% | 3,107 SH | |
| SYSCO CORP | COM | $1.7M | 0.8% | 22,885 SH | |
| TEXTRON INC | COM | $2.1M | 1.0% | 28,765 SH | |
| TOLL BROTHERS INC | COM | $1.0M | 0.5% | 9,805 SH | |
| TOYOTA MOTOR CORP | ADS | $331K | 0.2% | 1,877 SH | |
| UNION PAC CORP | COM | $1.8M | 0.9% | 7,638 SH | |
| UNITEDHEALTH GROUP INC | COM | $3.0M | 1.5% | 5,736 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $427K | 0.2% | 4,847 SH | |
| VISA INC | COM CL A | $1.3M | 0.6% | 3,683 SH | |
| WALMART INC | COM | $1.6M | 0.8% | 18,470 SH | |
| WASTE MGMT INC DEL | COM | $1.8M | 0.9% | 7,743 SH |
| 13F-HR |
| 0001172661-26-002933 |
| $282.1M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002832 | $232.4M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001671 | $236.3M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001636 | $204.1M | View |